Branch Manager

Jobtailor; Concord (NC); On-site; USD 95,000 - 130,000; Full time

Job summary

Wells Fargo in Concord, NC seeks an accomplished Branch Manager to lead a high-performing sales team and deepen customer relationships across checking, deposits, lending, and investments. You will coach staff, implement action plans, and ensure compliance while coordinating with partners to deliver tailored financial solutions.

The role requires 5+ years banking experience, 2+ years of leadership, and the ability to hire, coach, and develop sales professionals.

Qualifications

• 5+ years of banking, financial services, or Branch Network experience
• 2+ years of leadership experience
• Ability to hire, coach, and develop sales professionals and direct reports
• Ability to lead a customer-focused sales culture and drive growth
• Ability to analyze performance and execute action plans
• Independent judgment and critical thinking skills
• Ability to work a schedule that includes Saturdays
• Ability to travel up to 50% of the time during the first 6 months

Responsibilities

• Serve as the branch sales leader
• Acquire, deepen, and retain customer relationships across checking, deposits, lending, credit cards, and investments
• Lead, coach, and develop a high-performing branch team
• Establish expectations and manage performance through targeted coaching
• Identify customer financial needs and deliver tailored consumer and business solutions
• Educate customers and demonstrate digital banking options
• Analyze reporting and employee observations to identify strengths and opportunities
• Execute action plans to improve team performance and wallet share
• Balance growth with operational soundness and talent decisions
• Manage risk, resolve issues, and model compliant behavior

Skills

Independent Judgment

Critical Thinking

Time Management

Prioritization

Delegation

Financial Services Experience

Performance Analysis

Education

SAFE Registration

Loan Originator Certification

Tools

Digital Banking Technology Education

Operational Risk Management

Financial Analysis Tools

Job description

• Serve as the branch sales leader
• Acquire, deepen, and retain customer relationships across checking, deposits, lending, credit cards, and investments
• Lead, coach, and develop a high-performing branch team
• Establish expectations and manage performance through targeted coaching
• Identify customer financial needs and deliver tailored consumer and business solutions
• Use observation, feedback, and follow-up to improve capability, confidence, and productivity
• Partner with Wealth & Investment Management, Business Banking, and Home Lending sales partners
• Educate customers and demonstrate digital banking options
• Analyze reporting and employee observations to identify strengths and opportunities
• Execute action plans to improve team performance and expand primary bank relationships and wallet share
• Balance growth with operational soundness and talent decisions
• Manage risk, resolve issues, and model behaviors that protect customers, employees, and the company
• Complete the Branch Manager Readiness Program before transitioning into the Branch Manager position
• Accept branch assignment based on business need and branch availability

Requirements

• 5+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through work experience, training, military experience, or education
• 2+ years of leadership experience
• Ability to hire, coach, and develop sales professionals and direct reports
• Ability to lead a customer-focused sales culture and drive measurable growth
• Ability to analyze performance and execute action plans
• Independent judgment and critical thinking skills
• Ability to manage time, prioritize, and delegate in a complex, fast-paced environment
• Experience managing and coaching across affluent, high net worth, and business customer segments
• Ability to identify complex financial needs and build relationships
• Ability to influence, educate, and connect customers to digital banking technology
• Knowledge of banking laws and regulations, compliance controls, operational risk management, and loss prevention
• Ability to work a schedule that includes Saturdays
• Ability to travel up to 50% of the time during the first 6 months, depending on location
• SAFE registration required at the time of employment
• Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
• Must satisfy financial responsibility, character, fitness, and criminal background standards
• Not eligible for visa sponsorship

Core Competencies

Demonstrates strong leadership in managing a high-performing sales team while driving customer-focused growth in banking services. Proficient in analyzing performance metrics, coaching staff, and delivering tailored financial solutions to diverse customer segments.

Soft Skills

• Independent Judgment
• Critical Thinking
• Time Management
• Prioritization
• Delegation

Hard Skills

• Financial Services Experience
• Performance Analysis
• Action Plan Execution
• Digital Banking Technology Education
• Operational Risk Management

Certifications & Qualifications

• SAFE Registration
• Loan Originator Certification

Industry Keywords

• Branch Network Experience
• Customer-Focused Sales Culture
• Affluent Customer Segments
• High Net Worth Customer Segments
• Compliance Controls